PLANNED GIVING

What is planned giving?Planned Giving is an expression of interest through a carefully considered gift to Catholic Community Service (CCS) for the program/service of your choice. All gifts are tax deductible according to law and may remain confidential by donor choice.

What are examples of planned gifts?A planned gift can be a gift made with securities, property, insurance policies or cash. Or it can be a gift that also pays you a lifetime income. Planned gifts can be effective tools in preparing for a future disposal of assets.

Planned Giving is FlexibleChoose to give now or plan to give later. Give in a specific year for tax considerations, when your expenses are much less, when you no longer need the money or property, or when you decide to cash in an appreciated asset.

What are the most popular forms of planned gifts?

A revocable trust gives you control over assets while you live, in case you need the money later. CCS receives the remaining principal at some future time.

A Unitrust provides the donor a percentage of the trust's value as determined each year.

Funds left over from a company pension plan, IRA or other private retirement fund can be designated to CCS.

A memorial fund can be established in a person's name or to support a valued program or goal.